AAID Annual Conference · Nashville · Sept 30 – Oct 3, 2026 Meet us at Booth #309
Clinical PerspectiveInsight from a practicing implantologist
Culture-Vetted PartnersWe look past the offer to how they operate
Every Career StageGrowing, partnering or planning what's next
Confidential ThroughoutYour team hears when you decide

Free Practice Value Estimator

What Is Your Practice Really Worth to a Partner?

Investors and DSOs start with one number: adjusted EBITDA. Enter a few figures from last year's P&L and see yours in about five minutes — privately, on any phone, tablet or computer.

Example implant practice Collections$2,400,000 Operating expenses−$1,266,000 Doctor at market pay−$630,000 Add-backs+$50,000 Adjusted EBITDA$554,000 Try it with your numbers →

Step One: Your Priorities

What Matters Most To You?

Every partnership is a trade-off. Tap these in order of importance to you, and we'll show you what kind of partner tends to fit — and what we'd ask every investor or buyer on your behalf.

Tap the priority that matters most first. Keep going until all six are ranked. Nothing is saved or sent — this is just for you.

Step Two: Cultural Fit

We Vet Partners The Way You'd Vet A New Partner.

Two investors or DSOs can offer similar numbers and run completely different practices. Before anyone meets you, we find out how they really operate — and whether it matches what you told us matters.

Clinical Freedom

Will you keep your materials, lab and implant system, or be moved onto their formulary? Who makes treatment decisions?

Team Treatment

What happens to pay, benefits and titles? How long do office managers, assistants and hygienists stay after a partnership?

Doctor Retention

How many partner doctors are still there after their commitment ends? We'd rather ask them than read the brochure.

Identity & Legacy

Does the practice keep its name and brand? How is the patient experience you built protected?

Deal Structure

How much is cash at close versus rollover equity or earnout, and what drives the value of that equity?

Growth Plan & Capital

Will they fund new locations, technology and associates? Who decides where you grow, and how fast?

Why We Do This Work

Clinical Insight. Business Experience.

We understand both sides of your practice: the chair and the balance sheet.

Jay Jockin and Sarah Jockin, DDS
Jay Jockin and Sarah Jockin, DDS, DABOI/ID

Every dentist's situation is different, and no one should have to navigate a partnership or transition alone.

Jay Jockin leads the dental & healthcare practice at Business Exit Advisors. He spent years on the business side of a successful implant practice — strategy, technology and marketing — and began his career in lending, including commercial lending at Wells Fargo.

He works alongside Sarah Jockin, DDS, DABOI/ID, an oral implantologist, AAID and ABOI examiner and national lecturer who has been through a DSO partnership herself. Her clinical perspective helps doctors weigh what matters most inside a partnership: clinical autonomy, the team and patient care.

Our approach is simple: understand your priorities first, then find the partner whose culture fits.

Our Services

Wherever You Are In Your Career.

Most dentists only hear from whoever calls them first. We lay out every realistic option for your stage so you can weigh upside, control and timing before anyone makes an offer.

Early & mid-career

Grow with an investor

Bring in capital and a partner to scale — while you keep clinical control and upside.

  • Recapitalizations and growth partnerships
  • Funding for locations, technology and associates
  • Practical guidance on growing the business side
Explore growth capital →
DSO, JV & platform partners

Partner or affiliate

Share ownership, hand off the business side, and keep practicing — with a stake in what comes next.

  • Structures that balance today and the future
  • Specialty-focused and invisible-DSO models
  • Employment terms, earnouts & non-competes reviewed
Explore partnership models →
Ready for what's next

Sell or plan your exit

A confidential sale to a doctor or group, planned 2–5 years out so you sell from strength.

  • Doctor-to-doctor sales and associate buyouts
  • Practice valuation and value-gap review
  • Transition plans that protect patients and team
Get a valuation →

Practice Value

What Investors & Buyers Actually Pay For.

Two practices with the same collections can draw very different offers. These are the details investors dig into — and the ones worth strengthening before you raise capital or go to market.

Adjusted EBITDA

Investors price on profit, cleaned up. Add-backs for owner compensation and one-time costs must be documented, not just claimed.

Case Mix & Fees

High-value implant and full-arch cases lift production per patient and make a practice stand out to specialty platforms.

Payer Mix

Fee-for-service revenue commands a premium. Heavy PPO dependence can compress margins and the multiple.

Referral & Patient Flow

A steady pipeline — GP referrals, marketing that converts, strong recall — shows the schedule stays full.

Provider Depth

Associates and a stable team lower risk and shorten the time you'll be asked to commit after closing.

Real Estate & Lease

Investors need lease term they can count on. Owning the building opens a separate sale or a leaseback.

Our Process

How We Work Together.

Confidentiality is protected at every step. Your team and patients hear about a change when you decide they should.

  1. Start With A Conversation

    A relaxed, confidential conversation with Jay and Sarah. We learn your story and goals, and share ours.

  2. Understand Your Value

    We give you a clear picture of what your practice is worth and how today's market sees it.

  3. Find The Right Partner

    When you're ready, we guide you to partners who fit your priorities, and stay with you through closing.

FAQ

Questions Dentists Ask Us.

Don't see yours? Ask us directly — the first conversation is confidential and free.

I'm not looking to sell — can you help me find an investor to grow?

Yes, and it's a growing share of the dentists we talk to. Many younger owners want capital and a partner to add locations, technology or associates without giving up clinical control. We help you decide how much of the practice to sell, if any, and find an investor whose growth plans and culture match yours.

What is a recapitalization?

You sell part of your practice to an investor or group and keep a stake in the larger organization. You continue practicing, and if the group grows, your remaining stake may be worth more down the road. The terms vary a great deal from partner to partner, which is why we review them closely with you.

Why focus on cultural fit instead of the highest offer?

Because you'll work with this partner long after the paperwork is signed. If their clinical rules, staffing approach or leadership style clash with yours, a better number rarely makes up for it. We help you find fair terms with a partner you'll actually want to work with.

What do you mean by formulary?

It's the list of materials, labs, implant systems and supply vendors a group expects its offices to use. Some partners give doctors wide clinical latitude; others standardize heavily to control cost. If you place implants or have a lab you trust, it's one of the first things we clarify with every partner.

Will my staff or patients find out?

Not from us. Everything stays confidential, and we coordinate with you on when and how to tell your team.

What does a valuation conversation cost?

Nothing. The first conversation is free and confidential, with no obligation.

Adjusted EBITDA$0
See breakdown

AAID 2026 — Booth 309

Schedule a Confidential Practice Valuation.

Tell us a little about your practice and what matters most to you. We'll follow up to set up a short, confidential conversation — no obligation.

Jay Jockin, direct(813) 774-2917
Office(561) 388-8888
Emailinfo@myexitplan.com

Your information stays confidential and is used only to contact you about your practice.